Damian Palfini (CFP®)
Damian Palfini focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Entrepreneurs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Tax Planning
- Business Owners
- Corporate Executives
- Entrepreneurs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Tax Planning
Planning Specialties
We are a fee-only, Integrated Wealth Management firm offering Holistic Financial Planning, Investment Management & Tax Services for mid to high income earners with complex tax situations such as equity comp, crypto & self-employment incomeAdditional Information
Damian currently lives around Lake Tahoe, CA and spends most of his down time ski racing, mountain biking and/or trail running. He is a CERTIFIED FINANCIAL PLANNER™ professional, Registered Life Planner®, Certified Digital Asset Advisor (CDAA™) & CTEC Registered Tax Preparer (CRTP).NAPFA Start Date
March 09, 2023
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